Wealth Planning

Manage your wealth with bespoke planning solutions

Your wealth plan is a living and breathing blueprint for your financial future. As your life changes, so does your wealth plan. Your dedicated BMO Private Wealth professional, along with our team of experts will help you achieve your goals.

Expert strategic wealth services

Through a personal and authentic relationship, your trusted professional will create comprehensive wealth planning strategies based on your needs that will help you feel connected to, in control of, and secure with your wealth.

Private Banking

Enjoy personalized convenience with dedicated service and attention

You’ve achieved so much. Now may be the time for a more strategic and exclusive approach to managing your banking and borrowing needs. Your BMO Private Banker is dedicated to working with you to provide specialized lending capabilities, customized banking and deposit solutions, coordinated wealth management services, and adept navigation through complex transactions.

Cash management and borrowing solutions

Your Private Banker can recommend cash management and borrowing strategies that simplify personal and business needs. They can help you optimize your cash flow by leveraging the value of your assets. In addition, you’ll have access to exclusive banking and credit products.

Investment Management

Grow your wealth with tailored and resilient investment strategies aligned with your personal goals

BMO Private Wealth professionals work to understand your needs, goals, risk tolerance and circumstances. Based on a proven discipline they build your portfolio with an investment strategy that’s right for you.

Robust research and analysis from our leading experts

Our wealth management professionals have access to research from BMO Capital Markets, our network of highly respected analysts and economists, and strong internal and external multi-asset strategists. Informed by these experts, your BMO Private Wealth professional can develop an investment plan that’s right for you.

Trust and Estate

Prepare for the future

We understand that taking care of your family is your number one priority, and your trust and estate plan should reflect that. You can feel assured that our holistic approach is designed to safeguard both your wealth and your wishes.

Leave a lasting legacy

Further the greater good with a detailed philanthropic plan that aligns with your values, preserves your wealth for future generations and delivers measurable and rewarding outcomes for your chosen charities, and can also provide you with tax advantages along the way.

About BMO Private Wealth

Backed by over 200 years of stability and resources of BMO Financial Group, BMO Private Wealth is built on a proven track record with two long-standing successful legacy businesses: BMO Private Banking and BMO Nesbitt Burns. 

BMO Private Wealth's multi-disciplinary team of professionals from one of North America’s leading full-service investment firms and Canada’s best private bank* take a holistic and proactive approach to helping you navigate the complex process of managing your wealth. 

BMO Private Wealth is a brand name for a business group consisting of: Bank of Montreal, BMO Nesbitt Burns, BMO Private Investment Counsel Inc. and BMO Trust Company. Not all products and services are offered by all legal entities within BMO Private Wealth.  Further details.

 

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